Score your merchant-services program

Take this quick merchant-services partner quiz to see whether your current program is built to drive deposits, non-interest income, referrals, and business client retention.

Review my scorecard

Merchant-Services Scorecard

Revenue Contribution

Does your current program meaningfully drive fee income?

Deposit Growth

Does merchant activity support deposit growth?

Banker Engagement

Are your relationship managers trained and motivated to make merchant-services referrals?

Reporting Visibility

Can you see referral activity, portfolio performance, and merchant-level detail?

Merchant Experience

Are your business clients getting modern payment options and excellent customer service?

Provider Accountability

Does your provider proactively manage the relationship with your financial institution?

Innovation

Are you offering modern tools like embedded payments, invoicing, mobile payments, and point-of-sale solutions?

Retention Impact

Does the program strengthen business client loyalty?

Your Score

0/40

Complete all categories to see your result.

Your result will appear here after all eight categories are scored.